When investing, we view ourselves as business analysts
not market analysts, not macro economic analysts,
and not even as security analysts. We evaluate investments
first and foremost from the perspective of a businessperson.
We look at the business holistically, examining
all quantitative and qualitative aspects of its
management, its financial position, and its purchase
price. At Liberty Holdings we believe doing ordinary
things often produces above-average results. The
key is to do those ordinary things exceptionally
well for the benefit of our stakeholders & partners.